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Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $60,206 | $110,039-45.3% | $97,260-38.1% | $145,884-58.7% |
| Participation rate | 75.0% | 75.9%-0.9pp | 72.7%+2.3pp | 80.3%-5.3pp |
| Annual return | 11.57% | 244.44%-232.9pp | 75.54%-64.0pp | 551.85%-540.3pp |
| Employer contribution / active EE | $9,465 | $3,074+207.9% | $2,721+247.8% | $4,662+103.0% |
| Participant deferral / active EE | $6,302 | $4,674+34.8% | $4,262+47.9% | $6,690-5.8% |
| Admin fee / account holder | $0 | $6,204-100.0% | $5,640-100.0% | $13,392-100.0% |